SAX WEALTH ADVISORS, LLC – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$312,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-2.63%
quarter
iShares ESG Aware MSCI USA Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.91% | 999 shares | 23K | $30.67 | 10.15K |
| Q2 2022 | share | 0.00% | 0 shares | -59K | $31.5 | 9.16K | |
| Q1 2022 | share | 0.00% | 0 shares | -21K | $38.04 | 9.16K | |
| Q4 2021 | share | 0.00% | 0 shares | 12K | $40.38 | 9.16K | |
| Q3 2021 | share | 0.00% | 0 shares | -13K | $39.01 | 9.16K | |
| Q2 2021 | share | Increase | +23.95% | 1.77K shares | 85K | $40.25 | 9.16K |
| Q1 2021 | share | Increase | 0.00% | 7.39K shares | 285K | $38.36 | 7.39K |